Abel's Portfolio Adjustments Post-Buffett at Berkshire Hathaway
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: Fool
- Portfolio Cleanup: Abel has conducted a 'spring cleaning' of Berkshire's portfolio by exiting several smaller positions, including UnitedHealth Group, indicating a focus on optimizing investments, although the long-term impact of these decisions remains uncertain.
- Exit from Notable Investments: In Q1 2026, Berkshire exited positions in well-known companies such as Amazon, Domino's Pizza, Mastercard, and Visa, reflecting Abel's search for new investment opportunities and possibly a response to market dynamics.
- New Investment Directions: Proceeds from these stock sales have been redirected into emerging investments like Delta Airlines and Macy's, while also significantly increasing stakes in Alphabet, showcasing confidence in future growth potential.
- Market Reaction Analysis: Despite UnitedHealth shares rising over 40% post-sale, market reactions to Abel's decisions are mixed, highlighting concerns over future earnings growth, particularly amid challenges facing the healthcare sector.
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Analyst Views on UNH
Wall Street analysts forecast UNH stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 382.530
Low
330.00
Averages
397.82
High
444.00
Current: 382.530
Low
330.00
Averages
397.82
High
444.00
About UNH
UnitedHealth Group Incorporated is a healthcare and well-being company. Its segments include Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare, which includes UnitedHealthcare Employer & Individual, UnitedHealthcare Medicare & Retirement and UnitedHealthcare Community & State. Optum Health provides comprehensive and patient-centered care, addressing the physical, mental, and social well-being. Optum Health delivers primary, specialty and surgical care and helps patients and providers navigate and address complex, chronic and behavioral health needs. Optum Insight connects the healthcare system with services, analytics and platforms that make clinical, administrative and financial processes simpler and more efficient for all participants in the healthcare system. Optum Rx offers a range of pharmacy care services through retail pharmacies, through home delivery, specialty and community health pharmacies and the provision of in-home and community-based infusion services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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